Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Why AUM fees still make (im)perfect sense
By Bob ClarkA flat-fee model provides some benefits, but for retail clients and independent advisors, charging fees on AUM is still the go-to model.
March 28, 2014
HSAs and Taxes: How to Handle Transfers and RolloversTax Facts experts explain the details and pitfalls of health savings accounts.
March 28, 2014
Americans not tax-smart about investment solutionsMost Americans are confident they take advantage of all tax deductions, but many admit they are not tax-smart when investing.
March 28, 2014
Americans not tax-smart about investment solutionsMost Americans are confident they take advantage of all tax deductions, but many admit they are not tax-smart when investing.
March 27, 2014
Senate Finance’s Wyden Set to Move on Tax ExtendersChairman Wyden, determined to make this the last time we do extenders, hopes to use this chance to reform the broken tax code.
March 27, 2014
Tax Shelters and Abusive Tax Shelters: What Are They?Tax facts experts look at tax shelters and abusive tax shelters.
March 26, 2014
The Taxation of Life Insurance Policy LoansThe Tax Facts experts sift through the complexities of loans on life insurance polices.
March 26, 2014
9 top tax tips for financial plannersYour clients will thank you and possibly even refer you for sharing these nine key pieces of advice.